Common Contracts

Investment Advisory Services Agreement

Investment Advisory Services Agreement • October 15th, 2024 • Georgia

• Contract Type
  Investment Advisory Services Agreement
• Filed
  October 15th, 2024
• Jurisdiction
  Georgia

This Agreement is entered into among (the "Client") and Cape Investment Advisory, Inc., an SEC registered investment advisor (“Cape” or “Advisor”), and (“Portfolio Advisor”), an investment adviser representative (“IAR”) of Cape.